Adell Harriman & Carpenter Inc. Boosts Stake in Dell Technologies Inc. $DELL

Adell Harriman & Carpenter Inc. raised its holdings in shares of Dell Technologies Inc. (NYSE:DELL) by 73.4% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 29,728 shares of the technology company’s stock after purchasing an additional 12,580 shares during the quarter. Adell Harriman & Carpenter Inc.’s holdings in Dell Technologies were worth $4,215,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. Westside Investment Management Inc. raised its stake in Dell Technologies by 35.8% during the third quarter. Westside Investment Management Inc. now owns 296 shares of the technology company’s stock valued at $43,000 after buying an additional 78 shares in the last quarter. Raleigh Capital Management Inc. grew its position in shares of Dell Technologies by 1,540.4% during the 3rd quarter. Raleigh Capital Management Inc. now owns 935 shares of the technology company’s stock valued at $132,000 after buying an additional 878 shares during the last quarter. Simmons Bank lifted its holdings in Dell Technologies by 2.2% in the third quarter. Simmons Bank now owns 46,446 shares of the technology company’s stock worth $6,585,000 after acquiring an additional 1,004 shares during the last quarter. Buck Wealth Strategies LLC grew its holdings in shares of Dell Technologies by 163.8% during the third quarter. Buck Wealth Strategies LLC now owns 5,123 shares of the technology company’s stock valued at $726,000 after purchasing an additional 3,181 shares during the last quarter. Finally, Parker Investment Management LLC raised its position in shares of Dell Technologies by 5.0% during the 3rd quarter. Parker Investment Management LLC now owns 18,284 shares of the technology company’s stock worth $2,592,000 after purchasing an additional 873 shares during the period. 76.37% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Dell Technologies

In other Dell Technologies news, Director Egon Durban sold 71,000 shares of the company’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $138.12, for a total value of $9,806,520.00. Following the transaction, the director owned 1,172,428 shares in the company, valued at approximately $161,935,755.36. This represents a 5.71% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 42.00% of the stock is owned by corporate insiders.

Trending Headlines about Dell Technologies

Here are the key news stories impacting Dell Technologies this week:

• Positive Sentiment: Large, visible AI server demand — MarketBeat highlights a reported $18.4B backlog for Dell AI servers and $30B year‑to‑date AI orders, positioning Dell as a primary beneficiary of an AI hardware refresh cycle. This provides revenue visibility and is a clear growth catalyst. The AI in a Box Trade: Hardware Is the Next Boom (DELL)
• Positive Sentiment: Strong earnings-sprint momentum — Zacks notes Dell’s history of beating estimates and argues the company has the inputs (backlog, margin trends) to potentially outpace consensus again, supporting upside to future quarters. Will Dell Technologies (DELL) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Institutional/analyst backing and screens — Dell was listed among MarketBeat’s MarketRank ideas and several analyst roundups continue to highlight long‑term upside tied to AI infrastructure exposure, which can attract buy‑and‑hold flows. Top 5 MarketRank™ Stocks Backed by Analysts and Big Institutions (DELL)
• Neutral Sentiment: Analyst commentary mixed but generally constructive — Recent pieces (Zacks/Barchart/Yahoo) revisit sell‑side ratings and consensus, noting Dell’s long‑term case while pointing out near‑term cyclicality; this keeps volatility likely around earnings and macro prints. Wall Street Analysts Think Dell Technologies (DELL) Is a Good Investment: Is It?
• Neutral Sentiment: IT hardware market softening but Dell retains AI strength — Coverage notes overall hardware market weakness in 2026, but Dell’s AI server franchise is a relative outperformer, which moderates downside risk. IT hardware market slows in 2026, Dell Technologies (DELL) maintains AI server strength
• Negative Sentiment: 401(k) lawsuit creates headline and potential liability risk — Business Insider reports five ex‑employees suing Dell alleging retirement‑plan mismanagement that they say cost workers ~$318M; this could spark legal costs, settlement risk, and reputational pressure. 5 ex-Dell employees are suing the company, alleging mismanagement of its retirement plan and saying it cost workers $318 million
• Negative Sentiment: Short‑term sell pressure / profit‑taking explanation — Zacks published a note explaining why DELL underperformed the broader market in the most recent session, reflecting short‑term profit‑taking and rotation dynamics despite the fundamental tailwinds. Here’s Why Dell Technologies (DELL) Fell More Than Broader Market

Dell Technologies Price Performance

DELL stock opened at $117.03 on Wednesday. The firm has a market capitalization of $77.56 billion, a P/E ratio of 15.60, a P/E/G ratio of 0.69 and a beta of 1.03. Dell Technologies Inc. has a 52-week low of $66.25 and a 52-week high of $168.08. The company’s 50 day simple moving average is $125.66 and its 200-day simple moving average is $133.26.

Dell Technologies (NYSE:DELL) last posted its quarterly earnings data on Tuesday, November 25th. The technology company reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.47 by $0.12. The firm had revenue of $27.01 billion during the quarter, compared to analyst estimates of $27.26 billion. Dell Technologies had a net margin of 5.01% and a negative return on equity of 234.84%. The company’s revenue was up 10.8% on a year-over-year basis. During the same quarter last year, the business posted $2.15 EPS. Dell Technologies has set its FY 2026 guidance at 9.920-9.920 EPS and its Q4 2026 guidance at 3.500-3.500 EPS. Sell-side analysts predict that Dell Technologies Inc. will post 6.93 EPS for the current fiscal year.

Dell Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 30th. Shareholders of record on Tuesday, January 20th were paid a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend was Tuesday, January 20th. Dell Technologies’s payout ratio is 28.00%.

Wall Street Analysts Forecast Growth

DELL has been the topic of several analyst reports. Dbs Bank upgraded shares of Dell Technologies to a “moderate buy” rating in a research note on Monday, January 5th. Morgan Stanley increased their target price on shares of Dell Technologies from $110.00 to $113.00 and gave the company an “underweight” rating in a research report on Wednesday, November 26th. The Goldman Sachs Group initiated coverage on shares of Dell Technologies in a research note on Tuesday, January 13th. They issued a “buy” rating and a $165.00 price target for the company. Raymond James Financial boosted their target price on Dell Technologies from $161.00 to $166.00 and gave the stock an “outperform” rating in a report on Wednesday, November 26th. Finally, Citic Securities boosted their price objective on Dell Technologies from $150.00 to $160.00 and gave the stock a “buy” rating in a research note on Friday, November 28th. Eighteen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $161.26.

Dell Technologies Profile

Dell Technologies Inc is a multinational technology company that designs, manufactures and sells a broad range of information technology products, solutions and services. Its offerings span client computing devices (consumer and commercial laptops and desktops), enterprise infrastructure (servers, storage systems and networking equipment), software and cloud infrastructure, and a variety of professional services such as IT consulting, deployment, managed services and financing solutions. The company serves organizations of all sizes as well as individual consumers, with products and services aimed at enabling digital transformation and modern IT environments.

Founded by Michael Dell in 1984, the company grew from a direct-to-consumer PC business into a diversified IT provider through organic expansion and strategic acquisitions.